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Enjoy the fruits of working life
Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice.
Dr. Kevin Adams
Self Funded Retiree
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Professional practice to be admired
Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques.
Dr. Elspeth Mckay
Associate Professor
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Personal advice for complex lives
Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex.
Paul Marsh - Principal
P2 Group - Business Owner
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Family centered advice
We have moved our investments from being a private client with a major bank to Stephan Independent Advisory in 2018. Since this move, we have been surprised at the depth of understanding encountered from Joe and James about our future plans and their ability to comprehend exactly what we wish to achieve.
Mr Graham and Mrs Judith McKnight
Self Funded Retirees
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Values aligning with our own
Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established.
Mr John and Dr Kim Watty
Self Funded Retirees
When you think of a Financial Advisor, you might see us playing one role. Jim Parker, Vice President of DFA Australia, believes good Financial Advisors actually play seven roles. And he describes these, and their benefits to you.
Many people still think an advisor’s only role is to deliver market-beating returns year after year. However, an advisor’s role should not involve making forecasts about markets or economies. Instead, a Financial Advisor should combine technical expertise with an understanding of how money issues intersect with the rest of people’s complex lives.
Indeed, a Financial Advisor’s value can be even more evident when volatility and emotions are running high. These are the seven hats advisor can wear – without ever once having to look into a crystal ball:
These are just seven valuable roles an advisor can play in understanding and responding to clients’ whole-of-life needs, which are a world away from the old notions of selling product off the shelf or making forecasts.
Knowing the advisor is independent—and not plugging product—can lead the client to trust the advisor as a listener or sounding board, someone to whom they can share their greatest hopes and fears.
However you characterise these roles, good financial advice ultimately is defined by the patient building of a long-term relationship founded on the values of trust and independence and knowledge of each individual.
Jim Parker
Vice President of DFA Australia Limited
Jim Parker has a long history of applying academic research to practical investing.